GWM
GDS Wealth Management’s Vanguard Total Corporate Bond ETF VTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
24,134
-6,248
| -21% | -$483K | 0.14% | 83 |
|
|
2025
Q1 | $2.33M | Sell |
30,382
-17,726
| -37% | -$1.36M | 0.2% | 79 |
|
|
2024
Q4 | $3.64M | Sell |
48,108
-22,062
| -31% | -$1.67M | 0.33% | 61 |
|
|
2024
Q3 | $5.56M | Sell |
70,170
-33,849
| -33% | -$2.68M | 0.54% | 47 |
|
|
2024
Q2 | $7.87M | Sell |
104,019
-114,204
| -52% | -$8.65M | 0.86% | 49 |
|
|
2024
Q1 | $16.7M | Sell |
218,223
-142,795
| -40% | -$10.9M | 1.96% | 12 |
|
|
2023
Q4 | $28M | Buy |
361,018
+22,881
| +7% | +$1.77M | 3.77% | 4 |
|
|
2023
Q3 | $24.5M | Buy |
338,137
+33,934
| +11% | +$2.46M | 3.85% | 6 |
|
|
2023
Q2 | $23M | Buy |
304,203
+25,638
| +9% | +$1.94M | 3.74% | 6 |
|
|
2023
Q1 | $21.3M | Buy |
278,565
+167,187
| +150% | +$12.8M | 3.77% | 7 |
|
|
2022
Q4 | $8.27M | Buy |
+111,378
| New | +$8.27M | 1.58% | 22 |
|